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Disclosery

WealthPLAN Partners, LLC: JMEE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WealthPLAN Partners, LLC on JMEE, newest first. How the timeline and the estimate are built.

WealthPLAN Partners, LLC held 30,032 JMEE shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,032 shares
    Change vs previous 13F +13,752 shares

    0.45% of the 13F portfolio, value $2,343,397.

    13F-HR 0001639943-26-000004 filed by WealthPLAN Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 16,280 shares
    Change vs previous 13F +12,718 shares

    0.21% of the 13F portfolio, value $1,087,015.

    13F-HR 0001639943-26-000003 filed by WealthPLAN Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 3,562 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $229,322.

    13F-HR 0001639943-26-000001 filed by WealthPLAN Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).